Schneider Downs Wealth Management Advisors, LP
Position in BAM — Brookfield Asset Management Ltd.
CIK 1665359
Pittsburgh, PA
Position in BAM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$320,632
+$2,859 QoQ
Shares Held
7,149
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#398
of 619 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Schneider Downs Wealth Management Advisors, LP holds $201,813,390 across 4 Asset Management names. BAM ranks #4 (0.2% of the industry book) .
All Filings in BAM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,632 | 7,149 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $317,773 | 7,149 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $374,536 | 7,149 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $407,064 | 7,149 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $395,196 | 7,149 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $346,369 | 7,149 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $387,404 | 7,149 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $393,831 | 8,328 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $325,213 | 8,547 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $359,144 | 8,547 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $323,930 | 8,064 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $268,853 | 8,064 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $263,128 | 8,064 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $263,854 | 8,064 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $231,194 | 8,064 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||